CWB vs PYLD

ACWB

BPYLD

Measures won2–3PYLD wins · of 6 · 5Y

$10,000 · 5Y$11,441CWB

Lowest cost0.40%CWB · $40 on $10k

Most income6.50%PYLD · $650 on $10k

Smallest drop−3.2%PYLD · worst fall in 1Y

Held in common0.0%CWB and PYLD

CWB

PYLD

State Street SPDR Bloomberg Convertible Securities ETF · $5.3BPIMCO Multisector Bond Active Exchange-Traded Fund · $16.7B

+14.0%3 years · per year$14,832 · $12,877+8.8%

+2.7%5 years · per year$11,441 · […][…]

0.40%Expense ratio$40 · $66 on $10k · lower wins0.66%

1.86%12-mo yield$186 · $650 on $10k6.50%

−17.4%Worst dropSmaller wins−3.2%

18.0%VolatilityLower wins3.7%

2–3PYLD wins

$10,000 · 5 yearsOne scale

Shared top holdingsCWB · PYLD

They share no top holdings, or holdings aren’t on file […]

Held in common0.0%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	0.0%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	ACWB	State Street SPDR Bloomberg Convertible Securities ETFRead Desk		0.40%	1.86%	−3.1%	+3.1%	+0.9%	+14.0%	+2.7%	−17.4%	$5.3B
2	BPYLD	PIMCO Multisector Bond Active Exchange-Traded FundRead Desk		0.66%	6.50%	0.0%	+1.0%	+2.2%	+8.8%	new	−3.2%	$16.7B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CWB vs PYLD

CWB

SPDR Bloomberg Convertible Securities

$11,441

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

[…]

MeasureCWBPYLD

Fee0.40%0.66%

Cost on $10k a year$40$66

Yield1.86%6.50%

5 years, per year+2.7%[…]

3 years, per year+14.0%+8.8%

Worst drop · 1Y−17.4%−3.2%

Volatility · 1Y18.0%3.7%

3–2measures won
PYLD first

0.0%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.6BAssets$46.8B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: CWB, PYLD

Today

0.0%most shared, CWB and PYLD

CWBPYLD

CWB—0.0%

PYLD0.0%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$584most kept, PYLD

PYLD$650 − $66 = $584

CWB$186 − $40 = $146

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee